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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,125 | $57,073-84.0% | $85,126-89.3% | $80,925-88.7% |
| Participation rate | 44.7% | 56.4%-11.7pp | 67.5%-22.8pp | 67.7%-23.0pp |
| Annual return | 6.88% | 21.69%-14.8pp | 66.63%-59.7pp | 35.65%-28.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $854 | $3,113-72.6% | $4,523-81.1% | $4,299-80.1% |
| Admin fee / account holder | $1,353 | $4,988-72.9% | $6,160-78.0% | $6,940-80.5% |